Convergence Investment Partners, LLC
Position in EXC — Exelon Corp
CIK 1456133
PALM BEACH GARDENS, FL
Position in EXC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,165,079
+$990,634 QoQ
Shares Held
46,441
+78.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#390
of 1,279 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Investment Partners, LLC holds $19,626,992 across 7 Utilities - Regulated Electric names. EXC ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
79,707 | $5,934,186 | |
| 2 | ES |
Eversource Energy
|
47,062 | $3,401,170 | |
| 3 | FE |
Firstenergy Corp
|
70,549 | $3,353,899 | |
| 4 | ED |
Consolidated Edison Inc
|
19,877 | $2,198,992 | |
| 5 | EXC |
Exelon Corp
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|
46,441 | $2,165,079 | |
| 6 | AEP |
American Electric Power Co Inc
|
10,518 | $1,438,967 | |
| 7 | DTE |
Dte Energy Co
|
7,447 | $1,134,699 |
All Filings in EXC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,079 | 46,441 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $1,174,445 | 26,093 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $973,954 | 22,431 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,180,661 | 25,622 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $475,974 | 12,669 | Shares | Sole | 2024-05-03 | |
| 2022-09-30 | $837,493 | 22,357 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,144,873 | 25,262 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,066,816 | 22,398 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,419,914 | 24,583 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||